Senior Wealth Administrator

Join our growing Glasgow wealth team as a Senior Wealth Administrator, where you'll take a strategic oversight role in managing complex client portfolios while developing the next generation of talent.

This permanent, full-time role offers the perfect balance: hands-on involvement in complex wealth management combined with mentoring responsibilities that will accelerate your career progression.

You'll work 4 days in our Glasgow office with flexibility for 1-day remote working.

Drive Excellence in Complex Wealth Administration

• Manage sophisticated client documentation and amendments, including high-net-worth portfolios and multi-jurisdictional wealth structures
• Process product subscriptions, allowances, and complex client arrangements with precision
• Maintain accurate client records and ensure compliance across all systems and reviews

Build and Lead Your Team

• Mentor and develop Wealth Administrators, providing coaching that enhances capability across the team and wider office
• Champion best practice standards and drive process improvements
• Demonstrate leadership through volunteering to lead office projects and initiatives

Collaborate Across the Business

• Build strong relationships with colleagues, clients, and external providers
• Communicate clearly and professionally across all stakeholder groups
• Contribute strategically to office operations and team culture

What Do You Need to Succeed?

Must-Have

• Proven administration experience within Financial Planning
• Intermediate proficiency with MS Teams, Word, Excel, and Outlook
• Strong attention to detail with ability to manage complex, multi-layered tasks
• Clear, concise communication skills,both written and verbal
• Proven ability to meet tight deadlines while maintaining quality
• Solid knowledge of Financial Planning products and their applications

Nice-to-have

• Experience managing high-complexity client cases
• Demonstrated mentoring or leadership experience
• Proactive approach to process improvement
• Professional qualification (CII/CISI) or commitment to pursuing one

What is in it for you?

• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team